SHEET METAL & ROOFING CONTRACTORS ASSOCIATION OF THE MIAMI VALLEY (EIN 316056146) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

ROBERT POPE

Phone

9372785723

Tax Period

2023-01-01 to 2023-12-31

SHEET METAL & ROOFING CONTRACTORS ASSOCIATION OF THE MIAMI VALLEY, founded in 1969, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2023. Expenses of $2.2M left a modest 7% surplus.

Mission

TO PROVIDE PRODUCTS, SERVICES, AND REPRESENTATION TO ENHANCE MEMBERS' BUSINESS, MARKETS, AND PROFITABILITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $710,111

Investment Income $5,843

Other Revenue $1,649,117

TOTAL REVENUE $2,365,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,465,726

Fundraising Expenses $0

Other Expenses $732,924

TOTAL EXPENSES $2,198,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,365,071	$2,215,066	+0.1%
Expenses	$2,198,650	$2,099,848	+0.0%
Net Income	$166,421	$115,218	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$176,093

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT POPE	EXECUTIVE DI	40.00	Officer	$176,093	$0	$176,093
VALERIE POPE	DEPUTY DIREC	40.00	Highest	$138,299	$0	$138,299
MEGAN POPE	MANAGING DIR	40.00	Highest	$133,041	$0	$133,041
RACHEL PINKUS	OFFICE MANAG	40.00	Highest	$120,452	$0	$120,452
MIKE BUDD	PRESIDENT	2.00	Officer Director	$0	$0	$0
CANDICE BUDDE	SEC/TREASURE	2.00	Officer Director	$0	$0	$0
KATHY KERBER	DIRECTOR	2.00	Director	$0	$0	$0
BOB LEMMONS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DOUG MAYSE	DIRECTOR	2.00	Director	$0	$0	$0
ZACH SMITHEY	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT TUCKER	IMMED PAST P	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$2,365,071	$2,198,650	$1,586,108	$166,421
2022	$2,215,066	$2,099,848	$1,546,865	$115,218
2021	$2,215,282	$1,925,381	$1,025,363	$289,901
2020	$1,954,843	$1,791,132	$913,093	$163,711
2019	$1,784,681	$1,648,939	$546,166	$135,742
2018	$1,269,918	$1,233,429	$423,731	$36,489

SHEET METAL & ROOFING CONTRACTORS ASSOCIATION OF THE MIAMI VALLEY